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ADM-201 · Question #40

A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process. Hon can the…

The correct answer is D. Install an app from the AppExchange. To implement automatic contract sending for customer signatures after opportunity approval, an administrator should install a suitable e-signature application from the Salesforce AppExchange.

Submitted by ravi_2018· Apr 18, 2026Sales and Marketing Applications

Question

A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process. Hon can the administrator implement this functionality?

Options

  • AUse the Salesforce Autosign flow.
  • BHire a consulting firm to develop a document signing workflow.
  • CCheck the "Send PDF'' box on the approval process setup.
  • DInstall an app from the AppExchange.

How the community answered

(41 responses)
  • A
    2% (1)
  • B
    5% (2)
  • C
    2% (1)
  • D
    90% (37)

Why each option

To implement automatic contract sending for customer signatures after opportunity approval, an administrator should install a suitable e-signature application from the Salesforce AppExchange.

AUse the Salesforce Autosign flow.

There is no native 'Salesforce Autosign flow' feature that automatically handles external customer signatures.

BHire a consulting firm to develop a document signing workflow.

While a custom solution could be developed, installing an existing AppExchange app is generally a more efficient, standardized, and cost-effective approach for common business needs like e-signatures.

CCheck the "Send PDF'' box on the approval process setup.

There is no 'Send PDF' checkbox directly on the approval process setup that manages sending documents for external e-signatures; approval processes are primarily for internal record approvals.

DInstall an app from the AppExchange.Correct

Salesforce's native functionality does not include built-in e-signature capabilities for external customers. This type of advanced document generation and e-signature process is typically handled by third-party applications available on the Salesforce AppExchange, which integrate seamlessly with the platform.

Concept tested: Extending Salesforce with AppExchange apps for e-signatures

Source: https://appexchange.salesforce.com/

Topics

#AppExchange#Electronic Signatures#Approval Processes#Sales Cloud

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